Sowell Financial Services LLC Evercore Inc. Transaction History

Sowell Financial Services LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 05, 2021	SELL	$128.03 - $149.4 $10,114 - $11,802	-79 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$106.57 - $142.41 $1,065 - $1,424	10 Added 14.49%	79 $11,000
Q4 2020 Jan 13, 2021	BUY	$66.15 - $111.57 $4,167 - $7,028	63 Added 1050.0%	69 $8,000
Q3 2020 Nov 12, 2020	SELL	$53.7 - $66.35 $4,081 - $5,042	-76 Reduced 92.68%	6 $0
Q2 2020 Aug 13, 2020	SELL	$45.62 - $67.36 $1,459 - $2,155	-32 Reduced 28.07%	82 $5,000
Q1 2020 May 12, 2020	SELL	$35.75 - $82.26 $1,644 - $3,783	-46 Reduced 28.75%	114 $5,000
Q4 2019 Feb 07, 2020	SELL	$73.33 - $80.11 $439 - $480	-6 Reduced 3.61%	160 $11,000
Q3 2019 Nov 14, 2019	BUY	$75.92 - $90.91 $12,602 - $15,091	166 New	166 $13,000

544

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.2B
Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

Stay updated on Sowell Financial Services LLC with notifications on news.